Blipen + Perplexity

Overview

Connect Perplexity to Blipen to explore your finances and prepare records from a conversation. You choose the access and confirm records in Blipen.

What you can do

• Explore your financial data in a conversation.
• Prepare manual records and review them before confirming in Blipen.
• Choose the authorized data and manage permissions in the app.

How to connect

1. Sign in to Blipen Web to open the Perplexity integration and view the setup guide.
2. In Perplexity, add Blipen as a custom remote connector using the address and options shown in the Blipen guide.
3. Review permissions and authorize in Blipen. Return to Perplexity, finish setup and enable Blipen in the conversation. Records prepared by the assistant require your confirmation in Blipen.